1. 7shifts
  2. Product Guides
  3. Team
  4. Profiles & User Access
  5. Onboarding
  6. Onboarding for Admins and Managers

Customize Onboarding Packages: Documents and Policies

Updated

Customizing your employee onboarding package is a great way to ensure new hires are well-informed about restaurant policies, procedures, or any important documents that need to be acknowledged. Ensure your employees have all the information they need on their first day like employee handbooks, confidentiality agreements, or safety protocols as part of the onboarding process.

This article will walk you through the steps to upload custom documents and add them to your onboarding package.

⚠️ Prerequisites
⚠️ Access to this feature may require an upgrade from your current plan.

⚠️ Employee Onboarding is available to customers in the US, except for Accounts located in Puerto Rico.

⚠️ Before using this feature, the account must:
 ⚠️ Admins will have full access to this feature, however, Managers and Assistant Managers will only be able to use Employee Onboarding for the Locations they are assigned to in the account.

They will also require the following Manager Permissions: 'Can add employees', 'Can edit employees', 'Can manage employee documents', 'Can send and approve onboarding forms', and 'Can view wages'. 

⚠️ Newly uploaded documents will be included and sent to the next employee you add to 7shifts. They are not sent to employees who have already received onboarding packages.

  • The supported file types are: PDF, JPEG, and PNG
  • The maximum size for each file is 500MB
  • Encountering upload issues? Check out this article here.

Upload Custom Documents

Follow these steps to upload custom documents for an onboarding package:

  1. Log in to the web app as an Admin or Manager/Assistant Manager with permissions.

  2. In the left navigation bar, select Team >  Onboarding.
  3. Go to the Onboarding package tab.

  4. The following Documents are listed by default. You have the option to enable or disable them using the Screen_Shot_2022-11-21_at_4.44.38_PM.png toggles:

  5. To add a custom document/policy, click the  + Add document button.

  6. Pck a unique name for your document and upload the respective file you're looking to include in your onboarding package. 

    The supported file types are: PDF, JPEG, and PNG.
    The maximum size for each file is 500MB

  7. Click Save, and your document will now be included in future onboarding packages:

  8. On the Employee's side of things, they'll need to download the file, acknowledge it and add an e-signature (to declare that they have reviewed the document, understand it, and accept its terms). For example:

  9. To stop sending a document out with your onboarding package, tap on Include in package to toggle it off.

  10. To preview a document, click on the More options icon  Screen_Shot_2022-12-01_at_5.26.25_PM.png  > select View document.
  11. To delete a document, click on the More options icon  Screen_Shot_2022-12-01_at_5.26.25_PM.png  > select Delete:

    ⚠️ Please note that once a document has been deleted, it cannot be undone. Any packages that have been previously sent to an Employee, will be saved on file.

RELATED ARTICLES

7shifts 101: Employee Onboarding
How to Enable Employee Onboarding
Customize Package: Payment Method Forms
Send an Onboarding Package
Review an Onboarding Package
Request for Onboarding Package Edits
Close an Onboarding Package
Document Storage & Certifications
View Employee Banking Details
Onboarding Notifications

Was this article helpful?
1 out of 1 found this helpful